Adaptive Business Services

JANUARY 20, 2021

A little over a week ago I had the privilege of doing a webinar with Nimble CRM. The 3 C’s of CRM. How to use your CRM to generate repeat and referral business. Integrating your CRM into your social selling strategies. The focus was on how a B2B salesperson should be using Nimble daily. Thank you to all!

CRM 87

CRM Referrals B2B Business Services 87

Adaptive Business Services

JUNE 5, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Contact Consult Business Services 71

Adaptive Business Services

JULY 10, 2024

While I am frequently implementing and training businesses on how to use Nimble CRM, I rarely (like never) have a chance to use it with a client in a practical application. As a part of coaching this individual, I also put them on Nimble CRM. Are you thinking about a CRM?

CRM 77

CRM Referrals Pipeline Sales 77

Adaptive Business Services

MARCH 20, 2024

This also eliminates the need to update contact records on two services … Nimble and your email marketing program. Before the introduction of Customer Relationship Managers (CRM), we had Contact Managers. Are you thinking about a CRM? Say it ain’t so! Another video!?:)

CRM 71

CRM Customer Relationship Management Contact Relationship Management 71

Adaptive Business Services

JANUARY 4, 2021

I’m pleased to announce that my first online course, “How to Leverage Nimble CRM to Dramatically Increase Your Revenues” , is now available. While I have been working on this course for months, it is representative of my decades of B2B selling and CRM experience. The post The Complete Nimble CRM Online Course is Now Available!

CRM 87

CRM Launch Price Represent 87

Adaptive Business Services

APRIL 17, 2024

Send Data Send Data Send Data Send Data Send Data Send Data The post Nimble CRM Tips & Updates – April 15 2024 appeared first on Adaptive Business Services.

CRM 71

CRM Business Services Service 71

Adaptive Business Services

DECEMBER 11, 2024

The vast majority of my Nimble CRM clients are solopreneurs. Nimble CRM has been built specifically for solopreneurs and small sales teams. Here are 5 simple ways that Nimble can transform your solopreneur business 1. Ive just scratched the surface of Nimble CRM. Are you thinking about a CRM? Lets start with this.

CRM 62

CRM Contact Relationship building Follow-up 62

Adaptive Business Services

MAY 26, 2021

The unfortunate fact is that a large majority of CRM implementations fail. In this series of articles, we are exploring the many reasons why salespeople seem, almost universally, to HATE CRM. This is pretty easy to understand if your perception is that CRM will, at best, inhibit your selling. How CRM can increase your sales.

CRM 77

CRM Pipeline Commission Contact 77

Adaptive Business Services

DECEMBER 18, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Pipeline Contact Represent 71

Adaptive Business Services

FEBRUARY 7, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Pipeline Contact Consult 71

Adaptive Business Services

FEBRUARY 3, 2021

This applies equally to your use of Nimble CRM as well as to your selling skills and characteristics. Nimble CRM isn’t complicated. The 3 C’s of CRM stands for Contacts, Calendars, and Communications and they can all be found in the heart of your CRM, the contact record. Activities, Calendars, and Messages in Nimble CRM.

CRM 87

CRM B2B Contact Referrals 87

Adaptive Business Services

JULY 31, 2024

Some folks that I speak with are under the impression that, as I am a Solution Partner for Nimble CRM, I sell Nimble. I have never attempted to talk anybody into choosing Nimble over any other CRM application. Are you thinking about a CRM? Are you thinking about leveraging AI or advanced marketing in your business?

CRM 71

CRM Sell Contract Consult 71

Adaptive Business Services

JANUARY 24, 2024

As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. A prospective client had a 3×5 card, generally with their business card stapled to it, and this was used to keep track of activities. What are some of the general company benefits from a well managed CRM … Increased revenues.

CRM 71

CRM Commission Territory Repeat business 71

Adaptive Business Services

JULY 3, 2024

Maybe my emails don’t suck as bad as I had thought:) Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar.

CRM 71

CRM Contact Consult Follow-up 71

Adaptive Business Services

FEBRUARY 22, 2023

Most CRMs, and Nimble CRM is no exception, have some levels of privacy controls. I have always been of the opinion that CRM works best as a transparent and open database. Ideally, CRM is not just for salespeople. A unified database allows sales, marketing, and customer service departments to care for your clients.

CRM 14

CRM Contact Consult Business Services 14

Adaptive Business Services

FEBRUARY 21, 2024

Updates In our last post, Nimble CRM had just released the ability to add delay send and message draft saves in the new compose window. That’s a lot of drilling:) Are you thinking about a CRM? To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Consult Business Services Service 71

Adaptive Business Services

APRIL 3, 2024

Nimble CRM Tips and Updates April 1, 2024 How do you like the new look? Updates At this time, we have no new updates to report for Nimble CRM. Please keep in mind that I can’t even draw stick people:) Are you thinking about a CRM? This was more of an experiment than anything and it is far from perfect!

CRM 71

CRM X-functional Contact Consult 71

Adaptive Business Services

JANUARY 10, 2024

In this case … the workflow is used to determine whether or not this person or a company, and what they want, is a good match for your services. It is proving to be a much more detailed discussion than I had initially envisioned Are you thinking about a CRM? You for them and them for you.

CRM 71

CRM Pipeline Territory Represent 71

Adaptive Business Services

FEBRUARY 9, 2022

I had a chat with a gentleman recently who wanted to use Nimble CRM to monitor a contact’s social activity. If the social networks won’t come to my CRM, can my CRM go to them? The post If the Social Networks Won’t Come to Nimble, Nimble Will Go to Them appeared first on Adaptive Business Services.

Networking 143

Networking CRM Contact Consult 143

Adaptive Business Services

AUGUST 11, 2021

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. I currently offer a complete video course on Nimble CRM. The post Customizing Nimble CRM for the Signage Industry [Video] appeared first on Adaptive Business Services.

CRM 77

CRM Customers Electricity Manufacturing 77

Adaptive Business Services

MAY 8, 2024

My website and LinkedIn page has a headline which says “Sales & Nimble CRM Training”. If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. appears as my first name. Any email or message that I get addressed to “Craig M.”

CRM 71

CRM Contact Consult Service 71

Adaptive Business Services

MAY 16, 2018

We will always continue to seek to improve our member services and, now that I have a partner, we have more time to do so and I have more time to focus on … Workshops. In the past I offered open workshop s and lining up the people, the location, and the services drained 100% of the fun out of any session that I ever did.

Business Services 48

Business Services Service CRM Sales 48

Adaptive Business Services

SEPTEMBER 4, 2024

services including security, workflow, and telephony? My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI, managed services, or marketing professional who I know and trust. With so many people talking about these things, it’s tough to figure out who to talk to.

CRM 71

CRM Clients Business Services Service 71

Adaptive Business Services

OCTOBER 16, 2024

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.

CRM 71

CRM Construction Contact Service 71

Adaptive Business Services

AUGUST 7, 2024

My area of expertise is Nimble CRM (specifically sales), however, I would be happy to connect you to an AI or marketing professional who I know and trust. The post Nimble CRM Tips & Updates – August 7 2024 appeared first on Adaptive Business Services.

CRM 71

CRM Contact Business Services Trust 71

Adaptive Business Services

AUGUST 28, 2024

Maybe you are tech savvy or you have a CRM background and how hard can it be? I have used CRM since the late 80”s and I have been a Nimble Solution Partner since before it was introduced in 2012. There are many reasons for deciding to use a CRM … better organization, time savings, details at your fingerprints.

CRM 71

CRM Electricity Consult Clients 71

Adaptive Business Services

MARCH 27, 2024

As a Nimble CRM Solution Partner, I am frequently asked by clients to assist them with integrating Nimble with one or more 3rd-party applications. With probably 100,000’s of business apps available on the web, the chances that I am familiar with your favorite application is probably close to zero. Are you thinking about a CRM?

CRM 71

CRM Contact Represent Clients 71

Adaptive Business Services

AUGUST 21, 2024

Are you thinking about leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. services including security, workflow, and telephony? With so many people talking about these things, it’s tough to figure out who to talk to.

CRM 71

CRM Contact Service Business Services 71

Adaptive Business Services

JANUARY 2, 2024

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). As examples, a contact might be tagged “customer”, a deal could be tagged “service agreement”, and an activity could be tagged “virtual meeting”.

CRM 71

CRM Customers Pipeline Contact 71

Adaptive Business Services

NOVEMBER 6, 2024

Welcome to the latest edition of Nimble CRM Tips and Updates! Are you thinking about a CRM? Or are you considering leveraging AI for more effective LinkedIn prospecting, or perhaps using advanced marketing in your business, or are you looking at improving your managed I.T. services including security, workflow, and telephony?

CRM 62

CRM Contact Price Campaign 62

Adaptive Business Services

SEPTEMBER 6, 2023

Summer has come to an end, at least in my hemisphere, and so it is time to get back to work:) Here’s the latest news on Nimble CRM. Bye, bye birdie – Changes to X’s API (Twitter) have caused Nimble to discontinue an integration with this service. The initial offering of web forms is very close to being released.

CRM 71

CRM Contact Clients Consult 71

Adaptive Business Services

MARCH 6, 2024

For example, I follow news on selling and on CRM. A Nimble contact record is the nerve center of your CRM. You can, and you should , be leveraging these capabilities to provide better customer service and to increase your revenues! Are you thinking about a CRM? Are you thinking about a CRM?

CRM 62

CRM Follow-up Consult Networking 62

Adaptive Business Services

FEBRUARY 8, 2023

The week between Christmas and New Years was spent closing a chapter of my professional life with the passing of one business to its new owner. Over the past couple of years, my Nimble CRM training and implementation consulting services have seen substantial growth. Now it was time to turn my attention toward 2023.

CRM 71

CRM Consult Clients Business Services 71

Hubspot

JANUARY 3, 2020

Did you know a customer relationship management system (CRM) is the fastest-growing software on the market today? A CRM is a central location where you can organize the details related to your customers, across all departments at your company. Let’s take a look at five reasons why your company needs a CRM to grow better.

CRM 78

CRM Appointment Contact Manufacturing 78

Adaptive Business Services

FEBRUARY 16, 2022

As far back as 2010 (maybe even earlier), I was writing quite a bit about how CRM was not addressing the fact that people were now connecting, conversing, and developing relationships on the new social channels. Around this same time I was contacted by Jon Ferrara who was getting ready to introduce Nimble Social CRM.

CRM 77

CRM Contact Customer Relationship Management Relationship Management 77

Adaptive Business Services

OCTOBER 2, 2024

A number of new updates (all that I have been expecting) have been released to Nimble CRM’s message sequencing and I am now comfortable with discussing these. Are you thinking about a CRM? services including security, workflow, and telephony? services including security, workflow, and telephony? Thank you!

CRM 62

CRM Contact Consult Networking 62

Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization.

Contact 71

Contact CRM Customer Relationship Management Relationship building 71